Financial planning services are often categorised based on age groups. This generic framework informs financial advisers on which financial planning services are likely to be most beneficial to clients of specific ages. Yet, all financial planning services must be provided with the individual client's needs in mind, including an understanding of their life experiences and future financial goals, which may differ from other people their age.

The framework includes the End of Life and Estate Planning Stage, which is hopefully a stage late in retirement but can be brought forward when a younger person has been diagnosed with a terminal illness. Our team understand that this can be a difficult time for the client, but strive to provide the most reassuring and empathetic end-of-life financial planning service.

 

End-of-life financial planning explained

This stage of life is within a wider stage known as the wealth decline stage, whereby all wealth accumulated has been enjoyed to fund a retirement lifestyle or is now being prepared to be gifted away. This stage may include specific financial planning advice services, including but not limited to:

  • Preparation for end-of-life expenses, such as a funeral
  • Updating Last Will and Testaments
  • Arranging Trusts
  • Estate planning services
  • Asset transitions

 

Health crisis within the end-of-life stage

Not everyone within the end-of-life stage will be experiencing serious medical issues. Some people enter this stage based on their age alone. However, if the client has entered this stage due to medical problems, they may need more specific financial planning services to help them factor in medical expenses as part of their finances. This will be provided based solely on the person’s individual needs and preferences.

Call our team to speak with a qualified and experienced financial planning adviser. We only provide compassionate and personalised financial services.

 

London Stock Exchange

Value Move %
FTSE 100
8018.48 -7.29 -0.091
FTSE 250
20378.75 -49.051 -0.24
FTSE 350
4429.54 -4.99 -0.113
FTSE All Shares
4388.17 -4.97 -0.113
Dow Jones
43983.52 72.539 0.165
Nasdaq
19264.56 -16.84 -0.087

Currencies

Value Move %
0
1.2 0 0.037
GBP/NOK
14.136 0.015 0.104
0
13.909 0.02 0.144
GBP/USD
1.271 -0.004 -0.308

Biggest Movers

Value Move %
SEGRO
795.6 +52.4 +7.05
easyJet
477.8 -18.1 -3.65
!

Market data is subject to a 15-minute delay.

Requestcall back

Tell us where you are in your life so we can help you.

or call us
0800 644 6402